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Donor Tab

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The donation tab provides a brief look at the donation defaults for a patron.

Parts of the Donor Tab

Publication Name How the patron generally wishes to be recognized. Normally this is left blank for most patrons, but if patron has a specific request for all donations, enter something here. It was intended for special companies like foundations and matching gift corporations, but can be used for any patron. Refer to the actual entry of a donation so see how the publication name is determined.
Giving Capacity Expectation of the patrons giving range within a specific time frame.
Don't solicit by: The options are:
  • Mail If flagged the patron does not wish to receive mail. This flag can be used to remove the patron from mail campaigns.
  • Phone If flagged the patron does not wishing to receive phone calls. This flag can be used to remove the patron from phone lists.
  • Email If flagged, the patron does not want to recieve emails. This flag can be used to remove the patron from email lists.
In many instances, it may better to use one or more mail lists than these quick flags to decide how to communicated with Donors.
Solicitor Assigns a specific employee as solicitor for this patron.
Donor Tab #2 Donor Date field.
Moves Mgt Date Use to track the date a patron reached a selected level within the moves management structure. The calendar button can be used to select a date.
Donor level. Allows you to choose a donation selections level.
Last Match Co.   The company and individual who last matched the donors gift.
General Donor Notes Any general notes about the donor that are not related to a specific donation.
Private Restricts the view of the patron's donation info from general users of Theatre Manager. For more information on restricting access to donor information click here .
Asset Tracking If you wish to track key assets for a donor, you can enter them into the list on the upper left. This allows you to identify high net worth individuals.

This is described in more detail in donor asset tracking